Filed January 14, 2021 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,783 | $63,346+73.3% | $92,240+19.0% | $70,126+56.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 32.69% | 530.19%-497.5pp | 176.29%-143.6pp | 73.15%-40.5pp |
| Employer contribution / active EE | $6,436 | $2,471+160.4% | $3,680+74.9% | $2,343+174.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,667 | $3,841-4.5% | $5,194-29.4% | $4,645-21.1% |